Dale Carnegie Strengthens Business Continuity with Backup & Recover.

Dale Carnegie, a global leader in professional training, operates in 90+ countries to help people grow through human-centered learning that builds communication, leadership, and performance skills.

The technology team at Dale Carnegie, led by the VP of IT, Chris Addeo, provisions and supports systems for their franchisees and employees globally. Centralizing system management at the corporate level alleviates technical burdens for franchisees, allowing them to concentrate on business operations and customer service.

"Between Dale Carnegie Corporate and franchise employees, we have approximately 800 Sales Cloud licenses in use within our Salesforce org today. The need to protect the information that these users are adding to Salesforce is critical for many different roles within the business," states Chris Addeo, VP of IT.

Initially, Chris and his team used the data export tool for weekly data backups. While this tool provided a foundational level of data protection, the rapidly growing volume and complexity of their Salesforce environment, along with the time-consuming process of downloading and retaining over 20 CSV files, made it clear that they needed a more comprehensive and scalable solution.

“In the event a restore was required, trying to find a specific record within a sea of CSV files was difficult and time consuming. We needed a more robust and efficient solution. Sifting through CSV files wasn’t the answer.”

Chris decided to evaluate other providers and narrowed it down to two options. After testing both, he found that one of the products was overlapping their backups, causing one backup to stall while the other started. This provider was unable to finish a snapshot before the next snapshot began, ruling them out a possible solution rather quickly. 

What Dale Carnegie needed was more than backup—they needed true org resilience: fast recovery, seamless performance, and better visibility into their data. One of their biggest challenges was the inability to efficiently search and find specific information across backups. Without a way to quickly locate records, files, or data subject details, even routine tasks became time-consuming and frustrating.

Implementing Salesforce’s Backup & Recover has significantly improved Dale Carnegie's data management capabilities. The team can now handle data restore requests from both corporate and franchise users with greater speed and precision. Their Recovery Time Objective (RTO) has been reduced by 80%, saving them hours on restore requests.

"The advanced search functionality allows us to quickly pinpoint and recover specific records, even with limited information. This has drastically reduced data recovery time, enabling us to resolve issues in a matter of hours," says Chris.

Furthermore, the solution's enhanced restore capabilities empower the team to proactively address data anomalies and ensure data integrity with precision. This not only improved operational efficiency but also strengthened Dale Carnegie's commitment to data security and compliance. On rare occasions, if a series of records were updated incorrectly, Chris and his team use the search and compare functionality to quickly identify and repair the specific changes without affecting valid data added since the backup occurred.

By ensuring the ongoing availability of critical Salesforce data and minimizing disruptions to its global operations, Salesforce helps Dale Carnegie and its franchisees to focus on their core mission: empowering individuals through effective training and development programs.

Backup & Recover gives Dale Carnegie confidence in the security, reliability, and transparency of its data strategy.

Dale Carnegie has the ability to:

• Provide a robust and reliable backup system with increased granularity and frequency.
• Leverage efficient, flexible, and precise restore capabilities, minimizing downtime and ensuring business continuity.
• Adhere to regulatory compliance protocols, including data retention and deletion policies.
• Use advanced search functionality to quickly locate and restore specific data and metadata.

The Results

Achieved 80% reduction in recovery time objectives (RTO), ensured uninterrupted business operations, and strengthened confidence in the organization’s resilience against data loss from accidental deletion or corruption